P&A’s Down 20 Rule

P&A’s Down 20 Rule

One of Wall Street’s most famous sayings is “cut your losses and let your profits run.”  In reality, many investors do the opposite, selling winners too early and holding onto losing positions too long (what’s known as the disposition effect).   Behavioral finance...
Five implications of the SECURE Act

Five implications of the SECURE Act

Just before Christmas 2019, Congress passed and the president signed the SECURE Act, the most significant update to retirement law in over a decade.  Here are the five biggest implications:   Elimination of Stretch IRAs for non-spouse inheritors: Beginning in...
A liquidity haiku

A liquidity haiku

This is my first ever haiku (and maybe my last), so bear with me: Cash when you need it.Doesn’t matter, then it does.That’s liquidity. When Berkshire Hathaway reported their earnings earlier this month, the most noteworthy item was their $128 billion cash stockpile. ...
P&A makes CNBC Top 100 list

P&A makes CNBC Top 100 list

We’re excited to announce that Pittenger & Anderson was ranked by CNBC as one of the top 100 financial advisory firms in the U.S. as part of their CNBC FA 100. As per the CNBC website: The CNBC FA 100 celebrates the advisory firms that top the list when it comes...
Schwab eliminates commissions

Schwab eliminates commissions

Good news for P&A clients!  Effective October 7, 2019, Charles Schwab is eliminating trading commissions on U.S.-listed stocks and exchange-traded funds (ETFs) for trades placed online (mobile or web trading). Schwab had been charging $4.95 per trade on U.S....

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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